The California Riviera Home Owners Association (EIN 956056474) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1941

Legal Domicile

Principal Officer

Patrick Fu

Phone

3104545245

Tax Period

2023-05-01 to 2024-04-30

The California Riviera Home Owners Association, founded in 1941, is a small nonprofit in the Housing & Shelter sector that reported $202K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $187K left a modest 7% surplus.

Mission

Maintaining the character of the neighborhood and enforcing the Covenants, Conditions and Restrictions which attach to over 400 houses and lots in the two tracts over which it has jurisdiction.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $83,633

Program Service Revenue $106,831

Investment Income $11,044

Other Revenue $0

TOTAL REVENUE $201,508

Expense Breakdown

Grants Paid $5,150

Salaries & Benefits $91,030

Fundraising Expenses $0

Program Expenses $147,639

Other Expenses $90,771

TOTAL EXPENSES $186,951

Year-over-Year Comparison

	2023	2022	Change
Revenue	$201,508	$142,603	+0.4%
Expenses	$186,951	$175,026	+0.1%
Net Income	$14,557	$-32,423	-1.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
G Shamie	President	1.00	Officer Director	$0	$0	$0
F Flanagan	Vice President	1.00	Officer Director	$0	$0	$0
P Fu	Secretary/Treasurer	1.00	Officer Director	$0	$0	$0
B Preminger	Director	1.00	Director	$0	$0	$0
A Peters	Director	1.00	Director	$0	$0	$0
J Porter	Director	1.00	Director	$0	$0	$0
E Hieronymus	Director	1.00	Director	$0	$0	$0
N de Brier	Director	1.00	Director	$0	$0	$0
T Gorry	Director	1.00	Director	$0	$0	$0
J Hill	Director	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$201,508	$186,951	$455,581	$14,557
2022	$207,398	$150,411	$473,970	$56,987
2021	$208,515	$119,871	$416,983	$88,644

The California Riviera Home Owners Association